Barron’s Podcast

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How to Master Storytelling and Story Listening With Dr. Preston Cherry

Dr. Preston Cherry on why it's critical to spend more time on hearing your clients' stories and understanding their experiences around money.

2022-12-22T10:28:26-06:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on How to Master Storytelling and Story Listening With Dr. Preston Cherry

How Social Justice Investing Can Empower Clients to Improve The World

Rachel Robasciotti on how social justice investing connects capital, communities, the environment, and equality to redefine wealth.

2022-12-14T19:06:04-06:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on How Social Justice Investing Can Empower Clients to Improve The World

How to Transform Your Client’s Relationship to Money with Lynne Twist

Lynne Twist discusses how to identify and seize those moments that present us with an opportunity to transform our lives.

2022-12-29T16:23:08-06:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on How to Transform Your Client’s Relationship to Money with Lynne Twist

Creating Client Communities Is the Next Evolution of Client Experience

Carrie Melissa Jones discusses how she's helped presidential campaigns, nonprofits, and small businesses build communities.

2022-11-10T16:56:35-06:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Creating Client Communities Is the Next Evolution of Client Experience

How to Coach Your Clients Through Their Financial Fears

Sarah Carlson discusses what a near-fatal experience taught her about facing fears and being a better financial advisor.

2022-10-25T15:24:41-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on How to Coach Your Clients Through Their Financial Fears

CNBC’s Julia Boorstin on What Happens “When Women Lead”

When Women Lead author Julia Boorstin discusses why investing in diversity isn't just a good thing to do, it's good for business.

2022-10-22T23:21:38-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on CNBC’s Julia Boorstin on What Happens “When Women Lead”

Making the Shift from Entrepreneur to Leader

Your company’s success rises or falls based on your leadership ability. Here’s the playbook for becoming a great leader in a post-pandemic world with Antonia Hock.

2022-09-29T09:19:16-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Making the Shift from Entrepreneur to Leader

4 Tools to Leverage Perception to Achieve Your Goals

Emily Balcetis discusses four tools that can help us improve our perception of our goals and the plans we make to achieve them.

2022-09-13T15:59:56-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on 4 Tools to Leverage Perception to Achieve Your Goals

How to Start a Financial Advisor Podcast

Three seasoned podcasters join Steve for a roundtable on starting a financial advisor podcast and improving your marketing.

2022-08-31T10:26:46-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on How to Start a Financial Advisor Podcast

Why Strong Leaders Embrace Empathy as a Core Value

Maria Ross explains why empathy gives leaders a big advantage when it comes to attracting and retaining top talent and sticky customers.

2022-08-16T14:29:14-05:00By |Barron's Podcast, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Why Strong Leaders Embrace Empathy as a Core Value